Raymond Yu, CFP®, CIM, PFP, FCSI

Portfolio Manager & Wealth Advisor

905-277-6031 | Email me

Raymond offers a wealth of knowledge and experience as your Wealth Advisor, and is a rare professional in terms of his education and expertise.  Recognized for delivering the highest quality advice and client service with professionalism and integrity, Raymond was named to the firm's exclusive President's Circle in 2019.

Raymond graduated from McMaster University with a Bachelor’s degree in Chemical Engineering & Bioengineering, and started his career as an equities trader with a multi-national firm in the US, where he was responsible for managing the firm's own capital during the recent Financial Crisis.  Choosing to join RBC in 2011, Raymond leads a team of highly accredited professionals, and leverages his unique background to provide high net worth individuals, business owners and their families with a level of sophistication not readily available in the industry.

Raymond is a licensed Portfolio Manager and Financial Planner, and holds a number of advanced industry designations, including the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Personal Financial Planner (PFP) designations, and is a Fellow of Canadian Securities Institute (FCSI). 

Having lived in Mississauga since 1987, Raymond is active in the community and volunteers his time as Vice-President of Finance for the Young Professionals Board of Mississauga Chinese Business Association, and sits on the Board of Directors for the Brampton Chinese Business Association.  A value investor at heart, Raymond spends a weekend in Omaha every year to hear Warren Buffett speak at the Berkshire Hathaway Shareholder's Meeting.

Bindiya Surnam

Associate

905-277-6000 | Email me

"The secret to my success is that we have gone to exceptional lengths to hire the best people."
- Steve Jobs

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